FTAI Infrastructure Inc. plans to announce its financial results for the third quarter of fiscal year 2026 (Q3FY26) after the closing of Nasdaq on Thursday, November 5, 2026.

The company will post a copy of the press release and an earnings supplement to the Investor Relations section of its website. This disclosure marks the upcoming reporting period for the infrastructure investment firm.

Conference Call Details

Management will host a conference call on Friday, November 6, 2026, at 8:00 am Eastern Time. Participants can access the call by registering via the provided link to receive a dial-in number and unique pin.

A simultaneous webcast of the conference call will be available to the public on a listen-only basis. Investors are advised to allow extra time prior to the call to visit the site and download any necessary software required for the internet broadcast.

Replay Availability

A replay of the conference call will be available after 11:30 am on Friday, November 6, 2026, through 11:30 am on Friday, November 13, 2026. The replay can be accessed via the company's investor relations events page.

Company Profile

FTAI Infrastructure Inc. primarily invests in critical infrastructure with high barriers to entry across the rail, ports and terminals, and power and gas sectors. These assets, on a combined basis, generate strong and stable cash flows with the potential for earnings growth and asset appreciation. The company is externally managed by an affiliate of Fortress Investment Group LLC, a diversified global investment firm.

Key Dates

FTAI Infrastructure’s subsidiary, FTAI Energy Partners, has entered into a definitive agreement to acquire the Port Arthur Terminal in Texas and a 50% stake in the Diluent Recovery Unit in Hardisty, Alberta, from USD Group for approximately $255 million in cash. The transaction is expected to generate roughly $50 million in annual EBITDA over the next twelve months, significantly enhancing the Jefferson segment’s earnings profile.

Acquisition structure and financing

The total consideration will be financed by assuming existing indebtedness of the acquired business and through an acquisition debt facility secured by Jefferson and its subsidiaries. Jefferson has obtained a commitment for this acquisition financing. The company intends to evaluate combining the acquired assets with its existing subsidiary, Jefferson Bond Borrower LLC, which owns Jefferson’s main terminal business and a portion of the Jefferson South terminal. Funding may involve issuing Additional Parity Bonds under the indenture for Jefferson Bond Borrower LLC.

Operational scope and logistics

The acquired assets form an integrated origin-to-destination logistics platform for shipping crude oil into the Beaumont refinery hub. This platform operates under a long-term, take-or-pay contract with a major energy exploration and production company.

The pipeline connects to P66’s Beaumont terminal, facilitating distribution to local refiners in Beaumont, Lake Charles, and other key Gulf Coast markets.

Strategic impact on Jefferson segment

Ken Nicholson, CEO of FTAI Infrastructure, described the acquisition as highly accretive for the Jefferson segment. He noted that the deal more than doubles Jefferson’s existing Adjusted EBITDA with contracted cash flow under a long-term agreement featuring minimum volume commitments from an investment grade counterparty. Nicholson stated that the transaction significantly de-leverages Jefferson’s balance sheet and creates substantial incremental value at Jefferson.

Hank Alexander, CEO of Jefferson, emphasized that combining the USDG assets with existing Jefferson terminals adds a new long-term customer to the revenue base and provides multiple growth opportunities. He highlighted the integration of USDG’s team with the existing Jefferson business as a key factor in future growth.

Advisors and regulatory timeline

Closing of the transaction is subject to required regulatory approvals, which are expected during the fourth quarter of 2026. Jefferies served as financial advisor to the Company, while Houlihan Lokey advised USDG. Barclays acted as capital finance advisor to Jefferson. Legal advisors included Vinson & Elkins LLP, Bennett Jones LLP, and Skadden, Arps, Slate, Meagher & Flom LLP for the Company, and Gibson, Dunn & Crutcher LLP for USDG.